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| Provider | Service type | Compensation |
|---|---|---|
GROUP PLAN ADMINISTRATORS2 years Filed as: GROUP PLAN ADMINISTRATORS, INC. Service code 14 · EIN 99-0187572 222 SOUTH VINEYARD STREET PH4 · HONOLULU, HI 96813 | Plan Administrator | $39,204 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 94-1503999 100 MONTGOMERY STREET #500 · SAN FRANCISCO, CA 94104 | Actuarial | $28,470 |
FIRST HAWAIIAN BANK6+ years Service code 19 · EIN 99-0034327 999 BISHOP STREET · HONOLULU, HI 96813 | Securities Custodian | $22,153 |
MC GROUP HAWAII, INC.1 year Service code 10 · EIN 27-3701730 P.O. BOX 62030 · HONOLULU, HI 96839 | Accounting | $12,580 |
PIMCO FUNDS6+ years Filed as: EAST PACIFIC INVESTMENT CO. Service code 27 · EIN 99-0266270 1003 BISHOP STREET · HONOLULU, HI 96813 | Advisory (Plan) | $3,115 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,307 | $136,307-53.6% | $177,840-64.4% | $73,493-13.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 6.25% | 18.68%-12.4pp | 48.32%-42.1pp | 28.51%-22.3pp |
| Employer contribution / active EE | $11,072 | $3,712+198.3% | $5,919+87.1% | $2,270+387.8% |
| Participant deferral / active EE | $0 | $5,829-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $334 | $596-44.0% | $12,431-97.3% | $513-34.9% |